GET
/api/v1/fact-find/request/{factFindRequest_uuid}
curl \
--request GET 'https://api.plannrcrm.com/api/v1/fact-find/request/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"uuid": "fa7a4754-a91d-41b1-9ab8-60333511ae7e",
"schema": {
"name": "Default fact-find",
"uuid": "5966bac2-4f9e-4ec7-ad50-7fc8566de109",
"created_at": "2025-10-24T10:34:19+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/8cf17290-e292-4c09-95b0-8dae966d40ca",
"updated_at": "2025-10-24T10:34:19+01:00",
"archived_at": "2025-10-23T10:34:19+01:00",
"is_archived": false,
"sections_count": 5,
"introduction_html": "Welcome to our fact-find! <b>You can use some HTML too.</b>"
},
"status": "complete",
"account": {
"name": "Gareth Thompson",
"role": "client",
"type": "client",
"uuid": "0c409a0f-9ae6-4958-a356-10cca2e1c3d0",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-10-24T10:34:19+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-24T10:34:19+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-10-24T10:34:19+01:00",
"updated_at": "2025-10-24T10:34:19+01:00",
"latest_file": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Welcome to Plannr",
"path": "Gareth Thompson/Subfolder/Welcome to Plannr.pdf",
"size": "21691783",
"tags": "App\\Http\\Resources\\TagResource",
"type": "type",
"uuid": "d4f12fb5-9644-4f03-a66e-f8e77b87c93a",
"folder": "App\\Http\\Resources\\FolderResource",
"status": "uploaded",
"account": "App\\Http\\Resources\\MinimalAccountResource",
"filename": "Welcome to Plannr.pdf",
"progress": "100",
"extension": "pdf",
"navigator": {
"model_type": "account",
"model_uuid": "80b22cff-a004-4e2d-b74b-004e6ce5ed57"
},
"created_at": "2025-10-24T10:34:19+01:00",
"updated_at": "2025-10-24T10:34:19+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-10-24T10:34:19+01:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/340fa1e0-9b28-4108-b0e4-641836626dc9/download",
"last_modified": "2025-10-24T10:34:19+01:00",
"documentable_type": "account",
"original_created_at": "2025-10-24T10:34:19+01:00"
},
"completed_at": "2025-10-19T10:34:19+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/0d69be4a-fd50-41ba-8056-4e20623c9fa7/8eab2386-f5e1-45ef-b351-ab32d156a323",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "6623657c-988e-45b7-b969-c451134247e6"
},
"uuid": "c29a065a-4ac6-4747-bbc9-bba771ef614f",
"circle": {
"name": "The Codepotato Gang",
"uuid": "3578ee92-ee75-44ef-bcf7-3840683eb735"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-10-24T10:34:19+01:00",
"expires_at": "2025-10-24T10:34:19+01:00",
"updated_at": "2025-10-24T10:34:19+01:00",
"is_complete": false,
"completed_sections": 2
}
}